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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $29,036 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,951 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,863 | $71,142-55.2% | $119,634-73.4% | $64,824-50.8% |
| Participation rate | 80.8% | 78.6%+2.2pp | 79.3%+1.6pp | 71.5%+9.4pp |
| Annual return | -16.33% | -10.01%-6.3pp | -14.98%-1.3pp | 32.84%-49.2pp |
| Employer contribution / active EE | $3,514 | $2,497+40.7% | $4,232-17.0% | $2,507+40.2% |
| Participant deferral / active EE | $2,957 | $4,490-34.1% | $5,601-47.2% | $4,311-31.4% |
| Admin fee / account holder | $202 | $162+24.8% | $10,329-98.0% | $188+7.7% |